LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.11%
16,713
102
$215K 0.11%
5,674
103
$212K 0.1%
1,046
104
$212K 0.1%
2,371
105
$212K 0.1%
636
106
$208K 0.1%
4,651
107
$199K 0.1%
4,028
108
$197K 0.1%
654
109
$197K 0.1%
1,697
110
$195K 0.1%
3,180
111
$190K 0.09%
2,530
112
$184K 0.09%
756
113
$183K 0.09%
2,507
114
$181K 0.09%
1,322
115
$180K 0.09%
4,210
116
$179K 0.09%
510
117
$179K 0.09%
1,294
118
$177K 0.09%
2,736
119
$176K 0.09%
1,891
120
$174K 0.09%
3,481
121
$174K 0.09%
2,202
122
$172K 0.08%
1,356
123
$171K 0.08%
7,741
124
$170K 0.08%
2,623
125
$169K 0.08%
12,800
3 4
5
6 7